01
Company Information
Tell us who we're working with.
Payroll Frequency
02
Current Benefits Review
What's offered to the team today.
Benefits Currently Offered
Participation
Enrollment Method
03
Account Service Review
How things have been going with your current coverage and broker.
Overall experience with your current benefits
Are employees offered benefits during new-hire onboarding?
Any recent issues with
04
Company Changes & Benefit Needs
What's changed, and where we can help.
Changes since last enrollment
Areas of interest
05
Opportunity Review
Coverage you're not offering yet — and where you'd like to go next.
Benefits not currently offered
Potential next steps
Your top priorities (optional)
06
Employee Census
Add a row per employee — or upload your existing census below and we'll fill the table for you. No SSNs needed; just enough to build accurate rates.
Already have a census?
Upload a CSV or Excel file — we'll read it and fill the table for you to review.
| # | Full Name | Date of Birth | Gender | ZIP | Job Title | Annual Salary | Hrs/Wk | Coverage Tier | Tobacco |
|---|
0 employees added
07
Send to JF Wealth Strategies
Review your entries, confirm consent below, and submit. We'll follow up within one business day.
Prefer to send a spreadsheet? Use “Download Census (CSV)” above and email it to jason@jfwealthstrategies.com.
Thank you — we've got it.
Your benefits review and census have been sent to the JF Wealth Strategies team. We'll reach out within one business day to schedule your review.